Wilbert Pérez
Toronto,Canada
Summary
Customer service professional with over 10 years of experience in enhancing customer satisfaction across multiple departments. Expertise in coaching, training, and report writing, complemented by strong communication skills. Bilingual in Spanish and English, with proven ability to manage teams effectively and adapt quickly to new challenges.
Overview
6
6
years of professional experience
Work History
Junior Underwriter
Aviva
Toronto, Canada
11.2024 - 05.2025
- Process and bind new business, ensuring all documentation is properly stored and organized. Follow up on any outstanding risks on time.
- Maintain accurate records of new business activities through comprehensive tracking systems.
- Conduct thorough risk follow-ups with brokers, adhering to the Abeyance system protocols.
- Enter and manage data within the Guidewire system with precision.
- Conducting detailed risk assessments and evaluations.
- Reviewing and analyzing insurance applications and supporting documents.
- Determining appropriate coverage and premium rates based on risk analysis.
- Providing expert advice to clients and brokers on coverage options and policy details.
- Ensuring compliance with industry regulations and company policies.
- Collaborating with other departments, such as claims and finance, to optimize underwriting processes.
Underwriting Assistant
Echelon
Toronto, Canada
01.2023 - 09.2024
- Executed quotations and upheld policies in accordance with underwriting guidelines.
- Managed email inquiries from brokers for quotations and entered data into Guidewire.
- Processed policy transactions, calculated manual rates, and identified information gaps.
- Responded to billing, payment inquiries, and adjustments requested by brokers.
- Assisted in preparing and reviewing insurance applications and policy renewals.
- Collaborated with the underwriting team to assess risks and ensure compliance with regulatory standards.
- Maintained accurate records of underwriting decisions and documentation.
Owner Operator - Pharmacy Courier
Khol and Frish
Vaughan, ON
01.2020 - 01.2023
- Processed paperwork associated with deliveries accurately and efficiently.
- Managed multiple routes concurrently while meeting all deadlines.
- Ensured timely pick up and delivery of packages within designated time frames.
- Provided exceptional customer service during interactions with clients.
- Delivered medical supplies and equipment to healthcare facilities.
- Maintained accurate records of deliveries, pickups and other related activities.
- Processed paperwork related to deliveries, including consignments, manifests, and delivery notes, ensuring completeness and accuracy.
- Trained new couriers on delivery routes, handling procedures, and company policies, contributing to team efficiency and consistency.
Data entry operator - Advanced
RBC Bank
Toronto, Canada
06.2021 - 08.2022
- Accurately entered, updated, and managed financial and administrative data from various source documents, including canceled checks, sales reports, and invoices, ensuring data integrity.
- Conducted thorough verification and quality control checks to maintain the accuracy and consistency of entered information.
- Identified and resolved discrepancies in data entry through systematic review and reconciliation of source documents.
- Maintained organized digital and physical records, ensuring proper data archiving, retrieval, and confidentiality in compliance with company policies.
- Assisted in generating reports and summaries for management by compiling and analyzing entered data.
- Collaborated with internal teams to support database updates and optimize workflow efficiency.
- Utilized specialized data entry software and Excel spreadsheets to streamline processing and improve productivity.
- Adhered to company standards and regulatory compliance requirements for handling sensitive financial and customer data.
- Provided administrative support, including document preparation, filing, and responding to data-related inquiries.
Administrative Assistant
Basden Real Estate Group
Vaughan, Canada
01.2019 - 06.2021
- Served as the primary point of contact for clients, agents, and external stakeholders, ensuring seamless communication and professional customer service.
- Prepared and organized client presentation materials, contracts, and documentation to support real estate transactions.
- Managed office operations, including maintaining office supplies, handling equipment maintenance, and ensuring a well-organized workspace.
- Coordinated travel, Staging properties and coordinated suppliers all while providing exceptional client service.
- Processed deposit cheques, issued receipts, and maintained accurate financial records related to real estate transactions.
- Entered, updated, and maintained client information, property listings, offers, and sales records in the company's database with precision and attention to detail.
- Assisted in drafting and proofreading correspondence, agreements, and reports for agents and management.
- Conducted market research to support agents with property comparisons and pricing analysis.
- Coordinated marketing efforts, including updating listings, assisting with social media content, and preparing brochures and promotional materials.
- Ensured compliance with real estate regulations and company policies while handling sensitive client information with confidentiality.
Education
High School Diploma -
San Martin De Porres
Dominican Republic08-2006
Skills
- Data management and entry
- Client communication
- Record keeping and administration
- Collaborative teamwork
- Time management
- Attention to detail
- Customer service and support
- Problem solving
- Process and workflow optimization
- Underwriting principles
- Sales support and assistance
- Analytical skills
- Relationship building
- Quality control and assurance
- Software troubleshooting
Languages
Spanish
Native language
English
Proficient (C2)
C2
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Junior Underwriter
Aviva
11.2024 - 05.2025
Underwriting Assistant
Echelon
01.2023 - 09.2024
Data entry operator - Advanced
RBC Bank
06.2021 - 08.2022
Owner Operator - Pharmacy Courier
Khol and Frish
01.2020 - 01.2023
Administrative Assistant
Basden Real Estate Group
01.2019 - 06.2021
High School Diploma -
San Martin De Porres
Similar Profiles
Abraham JejeAbraham Jeje
Hospitality Worker at AvivaHospitality Worker at Aviva
Samantha ThackraySamantha Thackray
Senior Governance and Assurance Manager at AvivaSenior Governance and Assurance Manager at Aviva
Donika PatelDonika Patel
Incident Manager at AVIVAIncident Manager at AVIVA
Helena DoranHelena Doran
Technical Training Leader - ARMS at AvivaTechnical Training Leader - ARMS at Aviva
Venkat MuruganVenkat Murugan
Associate Director, Murex Business Specialist at RBC Capital MarketsAssociate Director, Murex Business Specialist at RBC Capital Markets